See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,187 | $73,867-72.7% | $143,757-86.0% | $68,494-70.5% |
| Participation rate | 33.3% | 66.7%-33.3pp | 80.3%-47.0pp | 67.9%-34.6pp |
| Annual return | -15.45% | 1.01%-16.5pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $266 | $3,184-91.6% | $4,951-94.6% | $2,596-89.8% |
| Participant deferral / active EE | $1,176 | $3,384-65.2% | $5,637-79.1% | $4,027-70.8% |
| Admin fee / account holder | $83 | $5,755-98.6% | $14,673-99.4% | $5,403-98.5% |